Sales Associate Supervisor

United Bank; Mechanicsville (VA); On-site; USD 45,000 - 65,000; Full time

Job summary

United Bank in Mechanicsville, VA is seeking a Sales Associate Supervisor to lead the Sales Associate staff, ensure timely completion of tasks, schedule and coach team to upsell bank products, and deliver excellent customer service.

The role requires a high school diploma, at least 1 year of banking experience, and strong communication skills; bilingual in Spanish is a plus. Flexibility on hours and occasional travel to other branches may be required.

Qualifications

• High School diploma or equivalent required.
• Minimum 1 year professional banking experience preferred.
• Supervisory experience highly desired with team leadership ability.
• Excellent customer service and communication skills; bilingual in Spanish a plus.

Responsibilities

• Supervise Sales Associate staff and ensure tasks are completed on time.
• Schedule sales associates and review monthly scorecards with Branch Manager.
• Maintain accuracy in core banking transactions and sales-related duties.
• Deliver excellent customer service and promote bank products and services.
• Maintain security and cash handling procedures, including deposits and currency logs.
• Communicate operational procedures and ensure compliance with bank policies.

Skills

Customer service

Leadership

Communication

Interpersonal skills

Sales orientation

Problem solving

Organizational skills

Spanish language

Education

High School diploma or equivalent

Tools

Core banking system

Microsoft Office

Job description

United Bank

United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Sales Associate Supervisor

Date: Sep 30, 2026

Location: Mechanicsville, VA, US, 23111

Company: United Bank

Job Description

JOB SUMMARY: The Sales Associate Supervisor is responsible for supervising the Sales Associate staff to ensure all tasks and assignments are completed in their area of responsibility and meeting assigned deadlines. The Sales Associate Supervisor is responsible for the scheduling of sales associates. This position is responsible for referring and selling Bank products and services as well as coach sales associates to refer and sell Bank products and services.

RESPONSIBILITIES

• Responsible for contributing to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
• Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards.
• Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
• Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards
• Maintains knowledge of bank products to be able to recommend appropriate products/services to customers and refer business to the other areas within the Bank as appropriate.
• General oversight of the Sales Associate level staff. This will include scheduling of work hours, training, assisting with complex tasks and responsible for communicating operational procedures and ensuring compliance in Bank policies and procedures.
• Maintain vault cash, buys and sells currency from sales associates to maintain established cash drawer limits.
• Accepts deposits, verifies cash deposits, endorsements and complies with Regulation CC requirements and bank deposit policies.
• Processes night depository, ATM, and mail deposits, if applicable.
• Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures.
• Order and ship currency within compliance of branch cash limits.
• Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits.
• Maintains all security and inventory logs for the branch, ensures completion of monetary logs and CTRs.
• As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.

Qualifications

SKILLS/QUALIFICATIONS

• High School diploma or equivalent is required.
• Minimum of one (1) years of professional working experience, preferably in a Banking environment.
• Ability to demonstrate working knowledge of core banking system if prior working experience is not in the Banking field.
• Prior supervisory experience is highly desired with demonstrated ability to lead staff members.
• Ability to effectively demonstrate a sales-oriented professional demeanor.
• Excellent communication skills; Verbal and written communications skills in Spanish or additional language a plus.
• Ability to demonstrate excellent customer service and interpersonal skills.
• Ability to interact effectively with customers in a confident, professional, mature, and courteous manner.
• Proficiency in Microsoft Office Products required.
• Ability to efficiently operate standard office equipment, including a computer, copier, fax, and calculator is required.
• Demonstrate problem solving ability, good analytical and math skills.
• Organization skills and ability to multi-task in a fast-paced environment is essential.
• Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing.
• Flexibility on work schedule as business needs arise.

KEY COMPETENCIES

• Customer Service
• Interpersonal Skills
• Leadership Skills
• Communications Skills

Essential Functions

• Standing and sitting for extended periods of time.
• Ability to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data.

Full-time

Equal employment opportunity, including veterans and individuals with disabilities.